Hartford Equity Income begins a new era in July 2022 with a manager change. While the process will remain intact, the need for soon-to-be lead Matthew Hand to prove himself drops the Morningstar Analyst Rating of the fund’s cheapest shares to Bronze from Silver; other share classes are rated Neutral.
Will HQIRX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HQIRX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the HQIRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of HQIRX’s parent organization’s priorities and whether they’re in line with investors’ interests.